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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,562 | $99,053-78.2% | $88,179-75.5% | $138,895-84.5% |
| Participation rate | 38.9% | 74.2%-35.4pp | 69.1%-30.3pp | 79.9%-41.0pp |
| Annual return | 8.57% | 78.17%-69.6pp | 64.97%-56.4pp | 145.39%-136.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $315 | $5,225-94.0% | $4,614-93.2% | $6,396-95.1% |
| Admin fee / account holder | $3,423 | $8,748-60.9% | $7,673-55.4% | $12,562-72.8% |